- Adding a producer (Advisor's name)
Set your profile to have your name & contact information on the illustration.
- Creating a report and setting report defaults
Display your illustration report, and set the default report for all future illustrations.
- Illustrating an additional product for the same client
Run a new illustration with a different product for the same client.
- Underwriting requirements
Display the underwriting requirements or add the list to the report.
- Commissions page
Display the projected commissions or add this page to the report.